Investment adviser · CRD 150488

CARNEGIE INVESTMENT COUNSEL

Investment adviser filing (IA)

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

PEPPER PIKE, OH, United States · Form ADV filed Jul 9, 2026

Regulatory AUM: $7.51B
Client accounts: 8,541
Employees: 69
Advisory professionals: 39

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,186	$5,274,055,025	70.2%
Individuals	1,870	$876,011,102	11.7%
Corporations & businesses	129	$670,320,343	8.9%
Charities	77	$404,438,419	5.4%
Other investment advisers	6	$188,244,561	2.5%
Retirement plans	13	$76,001,554	1.0%
Government entities	Fewer than 5	$21,027,914	0.3%
Insurance companies	Fewer than 5	$3,088,090	0.0%

Filing source

Form ADV 2118735 · Jul 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30300 CHAGRIN BOULEVARD
PEPPER PIKE, OH, 44124-5725, United States

CRD 150488

Filing source

Form ADV 2118735 · Jul 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.